第8章 投資分析

第9章 市場の将来展望

目次

Product Code: 50603

Market Overview

The 3D TSV devices market is expected to register a CAGR of 6.2% over the forecast period of 2019-2024. For saving space in the package, next-generation products are intended to meet the demand from edge computing applications, which require shorter reaction time and different structures using silicon via (TSV) techniques for chip stacking, which will come as a new trend for the market.

Rising demand for miniaturization of electronic device owing to its improved compact size chip architecture drives the growth of 3D TSV market. These products will be achieved by hetero system integration which will give more reliable advanced packaging. With extremely small MEMS sensors and 3D packaged electronics, one can place sensors virtually anywhere and could monitor equipment in harsh environments, in real-time, to help increase reliability and uptime.

3D TSV in Dynamic random-access memory (DRAM) that stores each bit of data in a separate tiny capacitor within an integrated circuit propels the growth of 3D TSV market. Micron's 3D DRAM with re-architected DRAM dies achieves significant improvements in power and timing which help in developing advanced thermal modeling.

However, thermal issues caused due to a high level of incorporation is a challenging factor for the growth of the 3D TSV market. Since the through silicon via (TSV) provides the key connection in 3D IC integration, so the difference of coefficient of thermal expansion (CTE) between silicon and copper is more than 10 ppm/K, which provides a thermal stress when thermal load is applied.

Scope of the Report

The 3d tsv devices is a high performance interconnect technique that passes through a silicon wafer by a vertical electrical connection which lower power consumption and give a better electrical performance. On the basis of product, the sub-markets include mems, imaging and optoelectronics, memory, advanced led packaging, CMOS image sensors, and others which drives the market.

Key Market Trends

LED Packaging to Raise a Significant Market Share

The increasing use of light emitting diodes (LED) in products has promoted the development of higher power, greater density, and lower cost devices. The use of three-dimensional (3D) packaging through-silicon via (TSV) technology allows a high density of vertical interconnects, unlike 2D packaging.

The embedded design with thin silicon membranes at the bottom optimizes the thermal contact and therefore minimizes the thermal resistance. Through Silicon Via (TSV) provide the electrical contact to the surface mounted devices and mirrored sidewalls increase the package reflectivity and improve the light efficiency.

The SUSS AltaSpray technology is capable of coating integration of 90° corners, KOH (Potassium Hydroxide) etched cavities, Through Silicon Via (TSV) ranging from a few micron to 600μm or more. The ability to produce conformal resist coatings on severe topography such as TSV makes them the ideal choice for wafer level packaging in LED, which increases the market growth.

Asia-Pacific to Witness the Fastest Growth Rate Over the Forecast Period

Asia-Pacific is the fastest growing market as countries in the region such as China, Japan, South Korea, Indonesia, Singapore, and Australia have recorded high levels of manufacturing in the consumer electronics, automotive, and transportation sectors, which a key source of demand for 3D TSV market.

Asia-Pacific is also one of the most active manufacturing hubs in the world. The rising popularity of smartphones and demand for new memory technologies has increased the growth of computationally intensive consumer electronics, thereby creating a wide range of opportunities in this region. As silicon wafers are widely used to manufacture smartphones, the introduction of 5G technology is expected to boost the sales of 5G smartphones which will grow the market in the telecommunication sector.

In April 2019, in Korea, collective laser-assisted bonding process for 3D TSV integration with NCP( nonconductive paste) is made, where several TSV dies can be stacked simultaneously to improve the productivity while maintaining the reliability of the solder joints through Laser-assisted bonding (LAB) advanced technology. This solder joints will increase the growth in consumer and commercial segments, which will increase the growth of the market.

Competitive Landscape

The 3D TSV devices market is fragmented as the market is diversified and the existence of large, small, and local vendors in the market creates high competition. Key players are Amkor Technology, Inc., GLOBALFOUNDRIES, Micron Technology, Inc., etc. Recent developments in the market are -